V1.4.5 Connect Staff Release Highlights

Connect Release Notes

V1.4.4 Release Highlights:

New & Fresh Look of the Application:

We have redesigned and improved the usability of the product with a fresh look. In this process of improvisation, we have come up with a better UI and have standardised the UI of the screens to display the maximum information possible on each screen.

Left Menu will now be constant and respective icons are highlighted, when navigated to respective tabs. On Mouse hover, menu with labels are displayed.

Following are the major updates of the release:

1. Document repository at one place with Sub Menus:

Sub Menus are implemented for Documents, which now takes you through the User Documents and Project PO Documents with fewer clicks.

Coming soon in the “Documents Sub menu”will be the Client/Vendor agreement Documents.

So, from now on browse through all the document repository from one place.

2. Documents – Approval Process:

Document approval process is implemented for the User documents and this is configurable setting for the document types from the Admin Settings.

Uploaded documents needs to be approved in case these settings are enabled for the respective documents types.

Admin Setting:

“Is Required” and “Verification Required” are the new columns added in “Document approvals” sections of Admin tab.

“Type” drop down isadded to differentiate the document types for different modules.

Documents:

Documents uploaded under the Document types marked with “Is Required” and “Verification Required” will need attachment to be uploaded as mandatory and document to be approved. Approve and Reject buttons are displayed for document types which have approval settings enabled.

Document “Created By” and “Updated By” will be displayed in Documents list and also in Edit document.

An Auto triggered mail will be sent to the document uploaded user, in case the uploaded document is rejected.

3. Projects:

Adding/removing activities to the existing projects will allow you to add/remove the activities for the respective User Projects.

A Confirmation pop up is displayed to the user on saving the Project activities, so with a click, the Project activities are applied to the respective User Projects.

4. Work queue:

I9 with selected Work Permit Type will be displayed in work queue for user documents.

User name in Work queue is displayed as link and navigates the User to User documents tab of edit user screen.

Clients/Vendors:

Contract type drop down is added to filter the Clients and Vendors. (Vendors are those with “Sub Contractor” Check box selected)

6. Contacts:

Removed place holder ‘Mr/Mrs’ in title field and Added title column in contacts grid.

7. Timesheets:

View user link is added in the timesheet grid and User Information slider isdisplayed with all user details.

And, small and not so small bug fixes.Consultant:

What’s New!

V1.4.4 Release Highlights:

New & Fresh Look of the Application:

We have redesigned and improved the usability of the product with a fresh look. In this process of improvisation, we have come up with a better UI and have standardised the UI of the screens to display the maximum information possible on each screen.

Left Menu will now be constant and respective icons are highlighted, when navigated to respective tabs. On Mouse hover, menu with labels are displayed.

Following are the major updates of the release:

Documents:

Sub-menuis implemented for the documents and user documents screenis displayed when selected the sub-menu.

User Documents

User Documents:

Documents and general forms are displayed in user documents tab.

V1.4.5 Release Highlights:

Following are the updates for this release and changes done in different Modules.

Secured Communication Applied

We have implemented SSL Certificate for Connect Application to make the communication more secure.Yes! the application you login to is more secure with https.

Note:Please bookmark this latest URL in your respective browsers.

1. Users:

User Work flow:

User workflow is implemented and it depicts thepercentage/extent of the user information added in different modules like User Projects, User Documents for the respective user.

Send Mails to all users in a click:

Select all check box is implemented for the users list. And email can be sent to all the users asynchronously.

More features:

A new drop down ‘Filter” is added in users andusers can be filtered based on different statuses.

“Skip invitation” is implemented for newly added users and the Invitation can be skipped for the users. Also able to send the invitation later for that user.

For newly added users, in case the user did not setup their password yet, the Auto triggered mails are restricted to those users.

2. Projects:

A new drop down ‘Filter” is added in projects and projects/user projects can be filtered based on different statuses.

In Edit User Project Screen, “Assigned Users” link is given and list of assigned users will be displayed when clicked the link.

In User Project screen,PO Info accordions are removed from bill rate tab and the same is added as a separate tab.Changes to Overtime Billing Rate:In case, changes are done to overtime billing rates for a user project, a confirmation is taken from user whether to update the existing invoices with new rate or create a new invoice with difference of previous rate and new rate.

3. Documents Approval Process:

Documents Approval Process:

Document approval process is implemented for the Project documents and this is a configurable for different document types from the Admin Settings.

An uploaded document needs to be approved in case these settings are enabled for the respective documents types.

Admin Setting:

A configuration value “Document Verification Required by another user”is added to Admin-Validation messages. If this value is set ‘Y’, Approve and Reject buttons will not be displayed for the user who document the uploaded, and in case ‘N’ these buttons will be displayed for all users (based on role permissions) including the uploaded user.

More Features:

Client/vendor Documents are added as sub menu for the Documents Menu.

By default, active documents are displayed in user documents.’Include Inactive’ check box isgiven and when selected, both Active and Inactive documents are displayed when this check box is selected.

4. Reports:

Timesheet Hours Report:

UI changes are done to make the report more comprehensible by providing constant header and constant columns, so the timesheet hours are visible properly for respective users and projects.

Also, provided option to schedule the Reportfrom schedule reports screen. By default current month and previous month data is attached as XLS in the scheduled mails.

User Project Report:

Provided option to schedule User Project Report. Report can be scheduled based on selection of ‘Summarized by’ field and selected frequency.

5.Timesheets:

Provided option to reject the timesheet even after the timesheets are reviewed and approved.

“Zero activity”as an Activity is displayedfor the timesheetswhen timesheets areapproved with zero hours.

Confirmation popup is displayed during timesheet submission if total entered hours are less than actual hours based on the timesheet schedule and standard hours per day for the respective user project.

5. Admin:

Implemented Admin Read only role in “Role management” tab of Admin.

User with Admin Readonly access, will be able to view admin settings but theywill not be able to do any changes. Currently this is implementedfor Role management and Validation messages screens.

6. Notifications:

Notification will be displayed to the staff users if there are any changes in consultant mailing address.

And, small and not so small bug fixes.

Consultant:

Document:

Sub-menuis implemented for the documents and user documents screenis displayed when selected the sub-menu.